Start trading

TradeSocio NewUX Investor Experience

In order to start trading, you will need to open a trading allocation using your investment account.

For more information about trading allocations please proceed to Open trading allocation article:

Open trading allocation

You can invest all your funds deposited to the allocation or a part of it.

You will be able to use your trading allocation for trading and also for investing in such products like Equities, ETFs and Mutual funds.

In case you invest a part of your funds in the trading allocation, then the remaining balance of the investment account can be used for investing in Strategies, SMA, Thematic baskets and through Robo Advisory module.

You will need to follow these easy steps to start trading:

• Open a new trading allocation

• Access the Trading module and pick the symbol from the Market Watch list.

• In case the desired symbol is not in Market Watch list you can add it by using the Instruments pop-up module.

• Choose Buy or Sell direction of the trade to open the Open trade pop-up window.

• Choose the desired volume and specifications of the trade and click Submit. You can click Cancel to get back to the main page.

• You will receive a confirmation once the open trade is confirmed, or rejection confirmation in case your trade is rejected.

Now once the price of the product will change it will affect the open trade PnL.

You can also review your trade performance from Investor report module in Trades report.

You can also check your trading allocation performance from Allocations report.

The total amount of investments will be summarized under your trading allocation entry and display the total balance and current equity of the allocation.

Exchange product allocation

• Current balance - is calculated as SUM (Volume * Open price)

• Current equity - is calculated as SUM (Volume * Current price)

• Return % - the total cumulative return of all your self-trading positions

Trade report